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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,596 | $226,105-90.0% | $182,540-87.6% | $152,897-85.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.69% | 192.58%-174.9pp | 148.58%-130.9pp | 345.43%-327.7pp |
| Employer contribution / active EE | $5,092 | $4,978+2.3% | $4,076+24.9% | $4,764+6.9% |
| Participant deferral / active EE | $2,600 | $6,370-59.2% | $5,525-52.9% | $5,851-55.6% |
| Admin fee / account holder | $570 | $10,706-94.7% | $8,593-93.4% | $11,599-95.1% |